Modera Wealth Management

Senior Planning Associate

Inverness, FL · Senior

Sponsorship not specified$85k-$105kDetected 106 days ago

ResearchCommunicationProblem SolvingAdaptabilityMicrosoft Office

About the role

We are looking for a Senior Planning Associate in Inverness, FL that is responsible for supporting our advisors through all phases of the client relationship.

Participate in client meetings to support the primary relationship manager
Collaborate with the client service team to facilitate and monitor client service activities
Assist with projects and support wealth management team, including onboarding of new wealth management staff
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions.

Bachelor's Degree required
2+ years of financial planning experience, or other related financial services industry experience
FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
Minimum 3-5 years of financial planning experience

Proven analytical and problem-solving skills
Detail-oriented with a focus on accuracy
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Client first attitude
Occasional travel may be required

Pay ranges are job specific and are provided as a point of market reference for compensation decisions.
$85,000-105,000.
Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.
Competitive based salary
Salary range: $85,000-105,000.

Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
Trusted Relationships - supportive and authentic with mutual respect for colleagues
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
We are looking for people who embody Modera's core values:

This listing is sourced directly from Modera Wealth Management's careers page and normalized into a canonical job model.